See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,912 | $49,227-14.9% | $70,449-40.5% | $79,858-47.5% |
| Participation rate | 72.5% | 69.2%+3.4pp | 75.1%-2.5pp | 69.6%+2.9pp |
| Annual return | 17.71% | 30.06%-12.4pp | 109.03%-91.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $591 | $2,099-71.8% | $2,737-78.4% | $2,471-76.1% |
| Participant deferral / active EE | $2,635 | $2,768-4.8% | $3,709-29.0% | $3,740-29.6% |
| Admin fee / account holder | $2,042 | $2,878-29.0% | $3,845-46.9% | $5,306-61.5% |